Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.6B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,641
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$31.9M
3
+$31.4M
4
HDS
HD Supply Holdings, Inc.
HDS
+$31.2M
5
PEP icon
PepsiCo
PEP
+$26.8M

Top Sells

1
+$47.7M
2
+$46.1M
3
+$36.4M
4
DAL icon
Delta Air Lines
DAL
+$33.4M
5
WFC icon
Wells Fargo
WFC
+$25.9M

Sector Composition

1 Financials 11.54%
2 Healthcare 11.47%
3 Technology 10.93%
4 Industrials 8.95%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$2.04M 0.01%
40,862
+4,985
1027
$2.03M 0.01%
18,428
-21,486
1028
$2.03M 0.01%
38,612
-280
1029
$2.02M 0.01%
52,391
-1,340
1030
$2.02M 0.01%
51,589
-8,844
1031
$2.01M 0.01%
75,000
1032
$2M 0.01%
31,236
+5,520
1033
$1.99M 0.01%
45,907
+3,172
1034
$1.99M 0.01%
+110,891
1035
$1.99M 0.01%
154,538
-787
1036
$1.98M 0.01%
25,619
+5,360
1037
$1.98M 0.01%
34,538
-3,289
1038
$1.98M 0.01%
29,186
+881
1039
$1.97M 0.01%
14,708
-6,686
1040
$1.97M 0.01%
159,319
-17,504
1041
$1.97M 0.01%
289,479
+2,694
1042
$1.97M 0.01%
72,571
+36,259
1043
$1.96M 0.01%
35,506
+3,250
1044
$1.95M 0.01%
256,400
+96,550
1045
$1.94M 0.01%
27,439
+5,721
1046
$1.93M 0.01%
21,758
-67,958
1047
$1.93M 0.01%
38,120
+22,955
1048
$1.92M 0.01%
48,179
-2,416
1049
$1.91M 0.01%
81,519
-7,212
1050
$1.91M 0.01%
33,617
+7,648
40 41
42
43 44